Jason Lersch
Capital Group
Chicago, Illinois
About
Company name
Capital Group
Business title
Investment Counselor
Contact
How to contact
312-251-1159
Professional Profile
Call Me When
I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.
Professions
Investor
Wealth Manager
Functional Expertise
Business development
Capital markets
Charitable giving
Estate planning
Fiduciary
Investments
Retirement
Risk management
Trusts
Exit/Transition Planning
Professional Certification
CFP(R), Series 7, Series 63
Client Industries
Business Services
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Media and Entertainment
Real Estate/Construction
Wholesale/Distribution
Chapter information
Membership
Chicago Individual
Member since
Member for 9 years
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.